TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
BLK holding history
BlackRock, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BLK overviewAll 13F holders of BLKFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,641
- Value
- $1.68M
- % of portfolio
- 0.2%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,641 | $1.68M | 0.2% | +147+9.8% | Added | Holders |
| Q3 2024 | 1,494 | $1.42M | 0.2% | +54+3.8% | Added | Holders |
| Q2 2024 | 1,440 | $1.13M | 0.2% | +23+1.6% | Added | Holders |
| Q1 2024 | 1,417 | $1.18M | 0.2% | +37+2.7% | Added | Holders |
| Q4 2023 | 1,380 | $1.12M | 0.2% | +51+3.8% | Added | Holders |
| Q3 2023 | 1,329 | $859.5K | 0.2% | −16−1.2% | Reduced | Holders |
| Q2 2023 | 1,345 | $929.8K | 0.2% | +224+20.0% | Added | Holders |
| Q1 2023 | 1,121 | $750.2K | 0.2% | +24+2.2% | Added | Holders |
| Q4 2022 | 1,097 | $777.4K | 0.2% | +1,097 | New | Holders |